As of November 4, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Franklin Senior Loan ETF. The largest reported stake is Truist Financial Corp's, at 22%. 12 filings are on record since July 14, 2025 (Schedule 13G/A, July 8, 2026).
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Key facts
- · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 3,717,659 · SCHEDULE 13G/A, 2026-10-07
- · Holder: Truist Financial Corp · Percent: 22% · SCHEDULE 13G/A
- · Holder: New York Life Investment Management LLC · Percent: 11.6% · SCHEDULE 13G/A
- · Holder: Fmr LLC · Percent: 12.1% · SCHEDULE 13G/A
- · Holder: Fmr LLC · Percent: 15.5% · SCHEDULE 13G/A
Franklin Senior Loan ETF has 12 Schedule 13D or 13G filings on record since 2025-07-14. 4 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Truist Financial Corp | 22% | 32,959 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Fmr LLC | 12.1% | 442,564 | SCHEDULE 13G/A, 2026-05-06 | 2026-03-31 |
| New York Life Investment Management LLC | 11.6% | 4,191,563 | SCHEDULE 13G/A, 2026-07-02 | 2026-04-30 |
| First Trust Portfolios L.P. | 10.02% | 3,717,659 | SCHEDULE 13G/A, 2026-10-07 | 2026-09-30 |
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Keep reading
More on Franklin Senior Loan ETF and the records around it.
Companies that share a holder
- New York Life Investment Management LLC also filed stake reports on 2 other companies: NYLI MacKay Muni Income Opportunities Fund (Jun 2026), Invesco Exchange-Traded Fund Trust II (Sep 2025)
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND VIII (Oct 2026)
- First Trust Portfolios L.P. also filed stake reports on 105 other companies: abrdn Australia Equity Fund, Inc. (Oct 2026), BNY Mellon Strategic Municipal Bond Fund, Inc. (Oct 2026), Cardinal Infrastructure Group Inc. (Class A) (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| First Trust Portfolios L.P. | 0 | 0 | 0 | 3,717,659 | SCHEDULE 13G/A, 2026-10-07 |
| First Trust Advisors L.P. | 0 | 0 | 0 | 3,717,659 | SCHEDULE 13G/A, 2026-10-07 |
| The Charger Corporation | 0 | 0 | 0 | 3,717,659 | SCHEDULE 13G/A, 2026-10-07 |
The latest filing identifies Franklin Senior Loan ETF by CUSIP 35473P595 and gives its principal executive office as c/o Attn: Legal Department, Franklin Adv, One Franklin Parkway, San Mateo, CA 94403 (SCHEDULE 13G/A, 2026-10-07).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Truist Financial Corp | 17.3% | SCHEDULE 13G/A |
| 2025-08-06 | Fmr LLC | 5.2% | SCHEDULE 13G |
| 2025-10-20 | Truist Financial Corp | 19.2% | SCHEDULE 13G/A |
| 2025-11-05 | Fmr LLC | 7.6% | SCHEDULE 13G/A |
| 2026-01-20 | Truist Financial Corp | 20.9% | SCHEDULE 13G/A |
| 2026-01-30 | First Trust Portfolios L.P. | 6.07% | SCHEDULE 13G |
| 2026-02-05 | Fmr LLC | 9% | SCHEDULE 13G/A |
| 2026-02-06 | Fmr LLC | 15.5% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 12.1% | SCHEDULE 13G/A |
| 2026-07-02 | New York Life Investment Management LLC | 11.6% | SCHEDULE 13G/A |
| 2026-07-08 | Truist Financial Corp | 22% | SCHEDULE 13G/A |
| 2026-10-07 | First Trust Portfolios L.P. | 10.02% | SCHEDULE 13G/A |
Questions about who owns Franklin Senior Loan ETF
Who owns Franklin Senior Loan ETF?
On this page, 4 holders' latest ownership filings report 5% or more of Franklin Senior Loan ETF: Truist Financial Corp (22%, Schedule 13G/A, filed 2026-07-08), Fmr LLC (12.1%, Schedule 13G/A, filed 2026-05-06), New York Life Investment Management LLC (11.6%, Schedule 13G/A, filed 2026-07-02) and First Trust Portfolios L.P. (10.02%, Schedule 13G/A, filed 2026-10-07).
Who are the largest shareholders of Franklin Senior Loan ETF?
By the share each holder's latest filing reports, the largest holders of Franklin Senior Loan ETF on this page are Truist Financial Corp (22%), Fmr LLC (12.1%) and New York Life Investment Management LLC (11.6%).
When did Truist Financial Corp buy into Franklin Senior Loan ETF?
The filings give report dates, not purchase dates. The earliest filing from Truist Financial Corp on this page is the Schedule 13G/A, filed 2025-07-14, reporting 17.3%; its latest, Schedule 13G/A filed 2026-07-08, reports 22%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.